After reaching an important support level, Datadog (DDOG) could be a good stock pick from a technical perspective. DDOG surpassed resistance at the 50-day moving average, suggesting a short-term bullish trend.The 50-day simple moving average is a widely used technical indicator that helps determine support or resistance levels for different types of securities. It's one of three major moving averages, but takes precedent because it's the first sign of an up or down trend.DDOG could be on the verge of anothe ...

The most recent trading session ended with Datadog (DDOG) standing at $140.20, reflecting a +0.06% shift from the previouse trading day's closing. The stock's change was less than the S&P 500's daily gain of 0.53%. At the same time, the Dow added 0.93%, and the tech-heavy Nasdaq gained 0.22%.The data analytics and cloud monitoring company's shares have seen a decrease of 5.58% over the last month, not keeping up with the Computer and Technology sector's gain of 3.02% and the S&P 500's gain of 2.69%.Market p ...

Core Points - Datadog, Inc. will report its fourth quarter and fiscal year 2024 financial results on February 13, 2025, before U.S. markets open [1] - A conference call to discuss the financial results and guidance will be held on the same day at 8:00 a.m. Eastern Time [2] - Datadog provides a comprehensive observability and security platform for cloud applications, integrating various monitoring and management capabilities [3] Company Overview - Datadog's SaaS platform automates infrastructure monitoring, application performance monitoring, log management, and real-user monitoring [3] - The platform is designed to support organizations in digital transformation and cloud migration, enhancing collaboration among various teams [3] - Datadog aims to accelerate application time to market, reduce problem resolution time, secure applications and infrastructure, and track key business metrics [3]

Group 1 - Khaveen Investments is a Macroquantamental Hedge Fund managing a globally diversified investment portfolio across various asset classes, countries, sectors, and industries [1] - The investment approach combines top-down and bottom-up methodologies, integrating global macro, fundamental, and quantitative strategies [1] - The fund serves accredited investors globally, including high-net-worth individuals, corporations, associations, and institutions [1] Group 2 - The strategic focus of Khaveen Investments is on transformative fields such as Artificial Intelligence, Cloud Computing, 5G, Autonomous & Electric Vehicles, FinTech, Augmented & Virtual Reality, and the Internet of Things [1]

Datadog (DDOG) closed the latest trading day at $138.40, indicating a +1.18% change from the previous session's end. The stock's performance was ahead of the S&P 500's daily gain of 1%. Meanwhile, the Dow experienced a rise of 0.78%, and the technology-dominated Nasdaq saw an increase of 1.51%.Shares of the data analytics and cloud monitoring company witnessed a loss of 6.9% over the previous month, trailing the performance of the Computer and Technology sector with its loss of 4.13% and the S&P 500's loss ...

Datadog (DDOG) has emerged as a formidable leader in the cloud monitoring and security space, with its stock rallying 15.1% over the past six months. Despite operating in a competitive landscape with established players like New Relic, Dynatrace and Splunk, DDOG has successfully differentiated itself through its unified platform approach and comprehensive multi-cloud integrations. At the heart of Datadog's strategy is its ability to provide comprehensive visibility across multi-cloud infrastructures. By int ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Datadog. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Investors might want to bet on Datadog (DDOG) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.Indivi ...

TSMC - TSMC plans to build 10 new facilities globally in 2025, primarily for advanced chip manufacturing, driving a projected 26% revenue increase and 29% earnings growth to $9.05 per share [1] - TSMC's revenue grew 34% in 2024, rebounding from a 4.5% decline in 2023, with Q4 revenue reaching $26.3 billion, a 39% YoY increase [9] - TSMC benefits from increased IT hardware spending, including cloud infrastructure, smartphones, and PCs, as it manufactures chips for companies like AMD, Qualcomm, and Apple [10] - TSMC is a key supplier for data center companies like Nvidia, Broadcom, Micron, and Marvell, with Nvidia's revenue expected to grow 52% in fiscal 2026 and Broadcom's AI chip market projected to reach $60-90 billion in three years [11][12] Datadog - Datadog's revenue grew 27% in the first nine months of 2024 to $1.95 billion, with Q4 guidance of $711 million, projecting full-year revenue of $2.66 billion, a 25% increase over 2023 [13][15] - Datadog's customer base grew 9% YoY to over 29,000 in Q3 2024, with an 11.5% increase in customers generating over $100,000 in annual recurring revenue [14] - The company saw a 4 percentage point increase in customers using eight or more products and a 5 percentage point increase in customers using six or more products in Q3 2024 [16] - Datadog introduced AI-powered observability products, with 3,000 customers using its AI integrations by the end of Q3 2024, positioning the company to capitalize on the growing AI cloud market [17] Industry Trends - Global IT spending is forecast to grow 9.3% in 2025 to $5.74 trillion, with software spending expected to increase 14% to $1.23 trillion due to AI-focused investments [6] - Data center spending is projected to grow 15.5% in 2025, while device spending is expected to accelerate to 9.5% from 6.2% in 2024, driven by AI server and device investments [7] - Public cloud spending is forecast to grow 21.5% in 2025, up from 19.2% in 2024, benefiting companies like Datadog [13] - The cloud observability market, estimated at $51 billion, is expected to grow at an 11% CAGR through 2027, while the cloud security market, valued at $21 billion, is projected to grow at a 16% CAGR [4]

Uber Technologies - Uber Technologies reported better-than-expected revenue and earnings for Q3 2024, though gross bookings fell short of expectations [2] - Analyst Lee expects FY25 gross bookings growth (forex neutral) in the high-teens, with the pace of deceleration moderating compared to H2 2024 [3] - Lee projects a 16% CAGR in core gross bookings from FY23 to FY26, in line with the company's analyst-day target of mid- to high-teens growth [13] - Uber's Delivery business is expected to maintain mid-teens gross bookings growth in FY25, supported by new verticals and solid grocery adoption in the US, Canada, and Mexico [14] - Mizuho analyst James Lee reiterated a buy rating with a $90 price target, seeing 2025 as a year of investment for Uber, which could impact near-term EBITDA but fuel long-term growth [7] Datadog - Datadog announced better-than-anticipated results for Q3 2024, with AI-native customers accounting for over 6% of ARR, up from 4% in Q2 2024 and 2.5% in Q3 2023 [5][8] - Analyst White highlighted Datadog's AI offerings, including LLM Observability and Bits AI, and believes the stock deserves a premium valuation due to its cloud-native platform and generative AI-led growth opportunities [16] - Monness analyst Brian White reiterated a buy rating with a $155 price target, noting Datadog's balanced approach to generative AI and its outperformance compared to peers in a challenging software backdrop [19] Nvidia - Nvidia is considered a major beneficiary of the generative AI wave, with strong demand for its advanced GPUs required for AI models [9] - JPMorgan analyst Harlan Sur reaffirmed a buy rating with a $170 price target, citing Nvidia's on-track production ramp-up for the Blackwell platform despite supply chain challenges [10] - Nvidia expects strong data center spending in 2025, supported by the Blackwell ramp-up and broad-based demand, with opportunities to capture a larger share of the $1 trillion datacenter infrastructure market [11] - Sur highlighted Nvidia's competitive advantage over ASIC solutions due to ease of adoption and comprehensive system solutions, with opportunities in enterprise, vertical markets, and sovereign customers [17]